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US nonprofit · EIN 562071604 · Lincolnton, NCiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 562071604) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Lincoln County Rotary Student Loan Fund Inc

Donations deductible
Revenue
$122k
year to 30 June 2025
Expenses
$140k
year to 30 June 2025
Total assets
$2.9m
$901 liabilities
Net assets
$2.9m
assets less liabilities
Directors and trustees
7
2.0 years on average
Staff
1
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
3
named in Part VII
How am I connected?

Lincoln County Rotary Student Loan Fund Inc's network

7 people2 organisationsi7 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Anna B MullenDirector2021
5 yrs
David LeeDirector2025
1 yr
Hailey CornwellDirector2025
1 yr
Joanne MatzDirector2025
1 yr
John DancoffDirector2025
1 yr
Kelly AtkinsDirector2025
1 yr
Tony SimpsonDirector2025
1 yr
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Cliff BrumfieldChairman2025
Tony J ThomasTreasurer2025
Velena Gaye HowardAdministratorsince 2019

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Anna B MullenDirector40$42k
Cliff BrumfieldChairman$0
Tony J ThomasTreasurer$0
Kelly AtkinsDirector$0
Hailey CornwellDirector$0
David LeeDirector$0
Joanne MatzDirector$0
John DancoffDirector$0
Tony SimpsonDirector$0

About

Legal name
Lincoln County Rotary Student Loan Fund Inc
EIN
562071604
Address
201 Jeb Seagle Dr, Lincolnton, NC, 28092-2167
State
North Carolina
Mission
Provide college loans (as filed on the Form 990)
Activity (NTEE)
B820 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
6 (IRS master file code)
Formed
1994
Principal officer
Tony J Thomas (as named on the Form 990)
IRS ruling date
1 September 2001
Status
Code 01 (unconditional exemption)
Form 990 filings on record
4, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥5years on the filingsAnna B Mullen
≥1years on the filingsDavid Lee
≥1years on the filingsHailey Cornwell
≥1years on the filingsJoanne Matz

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$2.9m
Total liabilities
$901
Net assets or fund balances
$2.9m
Contributions and grants received
$46k
Program service revenue
$70k
Grants and similar paid out
$52k
Employees
1